CAPTRUST Financial Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $332K | Sell |
6,307
-8
| -0.1% | -$431 | ﹤0.01% | 2318 |
|
|
2025
Q4 | $333K | Buy |
6,315
+260
| +4% | +$13.8K | ﹤0.01% | 2170 |
|
|
2025
Q3 | $338K | Buy |
6,055
+579
| +11% | +$32K | ﹤0.01% | 2096 |
|
|
2025
Q2 | $319K | Buy |
5,476
+171
| +3% | +$9.85K | ﹤0.01% | 2011 |
|
|
2025
Q1 | $297K | Sell |
5,305
-804
| -13% | -$42.9K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $335K | Buy |
6,109
+43
| +0.7% | +$2.31K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $322K | Buy |
6,066
+1,082
| +22% | +$55.9K | ﹤0.01% | 1845 |
|
|
2024
Q2 | $240K | Buy |
4,984
+21
| +0.4% | +$1.05K | ﹤0.01% | 1937 |
|
|
2024
Q1 | $257K | Sell |
4,963
-1,820
| -27% | -$99K | ﹤0.01% | 1864 |
|
|
2023
Q4 | $457K | Buy |
6,783
+105
| +2% | +$5.62K | ﹤0.01% | 1795 |
|
|
2023
Q3 | $315K | Sell |
6,678
-84
| -1% | -$4.06K | ﹤0.01% | 1957 |
|
|
2023
Q2 | $338K | Buy |
6,762
+28
| +0.4% | +$1.47K | ﹤0.01% | 1885 |
|
|
2023
Q1 | $356K | Sell |
6,734
-77
| -1% | -$4.04K | ﹤0.01% | 1621 |
|
|
2022
Q4 | $360K | Sell |
6,811
-235
| -3% | -$12.2K | ﹤0.01% | 1526 |
|
|
2022
Q3 | $324K | Buy |
7,046
+204
| +3% | +$10.7K | ﹤0.01% | 1490 |
|
|
2022
Q2 | $414K | Buy |
6,842
+1
| +0% | +$60 | ﹤0.01% | 1239 |
|
|
2022
Q1 | $397K | Buy |
6,841
+1,250
| +22% | +$68.8K | ﹤0.01% | 1271 |
|
|
2021
Q4 | $307K | Sell |
5,591
-109
| -2% | -$5.43K | ﹤0.01% | 1374 |
|
|
2021
Q3 | $275K | Sell |
5,700
-200
| -3% | -$10.1K | ﹤0.01% | 1349 |
|
|
2021
Q2 | $336K | Buy |
5,900
+366
| +7% | +$21.1K | ﹤0.01% | 1198 |
|
|
2021
Q1 | $326K | Buy |
5,534
+744
| +16% | +$39.1K | ﹤0.01% | 1189 |
|
|
2020
Q4 | $233K | Buy |
4,790
+2,390
| +100% | +$108K | ﹤0.01% | 1127 |
|
|
2020
Q3 | $100K | Hold |
2,400
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q2 | $101K | Sell |
2,400
-630
| -21% | -$27.7K | ﹤0.01% | 1344 |
|
|
2020
Q1 | $131K | Sell |
3,030
-670
| -18% | -$33.4K | ﹤0.01% | 1014 |
|
|
2019
Q4 | $210K | Buy |
3,700
+3,300
| +825% | +$178K | ﹤0.01% | 963 |
|
|
2019
Q3 | $22K | Hold |
400
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q2 | $24K | Sell |
400
-533
| -57% | -$29.9K | ﹤0.01% | 1233 |
|
|
2019
Q1 | $54K | Hold |
933
| – | – | ﹤0.01% | 888 |
|
|
2018
Q4 | $51K | Buy |
933
+332
| +55% | +$21.4K | ﹤0.01% | 777 |
|
|
2018
Q3 | $39K | Sell |
601
-74
| -11% | -$4.72K | ﹤0.01% | 824 |
|
|
2018
Q2 | $45K | Buy |
675
+275
| +69% | +$15.2K | ﹤0.01% | 708 |
|
|
2018
Q1 | $19K | Sell |
400
-400
| -50% | -$19.8K | ﹤0.01% | 856 |
|
|
2017
Q4 | $42K | Buy |
+800
| New | +$44.4K | ﹤0.01% | 622 |
|
Other funds holding UVV
VPM
VCM
